**Join a dynamic team dedicated to elevating customer experiences through data-driven strategies.**

We are seeking a CRM Manager on a contract basis to drive customer engagement and our CRM strategies. This role is ideal for an innovative thinker who can transform complex data into actionable insights and foster strong relationships with our clients. As a key member of our team, you will work collaboratively, leveraging your expertise to enhance our customer relationship management practices and contribute to our ongoing success.

**Key Responsibilities and Skills Required:**
- Proven experience in managing CRM systems, preferably with platforms like Braze.
- Strong analytical skills, with the ability to interpret data and develop customer-focused strategies.
- Excellent communication skills, capable of working collaboratively with diverse teams.
- Experience in customer segmentation, targeting, and campaign execution to drive engagement.
- Familiarity with marketing automation and analytics tools to enhance CRM strategies.

If you are a motivated professional with a passion for enhancing customer relationships and driving engagement strategies, we encourage you to apply for this exciting contract CRM Manager opportunity. Your expertise could help shape our future success.

LEGAL DISCLAIMER: This is not necessarily a job advertisement or posting; but may be an example of the many roles of this type that we regularly recruit for. Actual number of job vacancies and roles are subject to change

Project Manager (Certinia PSA) - Home-Based - 6 Month Contract (Outside IR35)

You will be joining a well-known end user undergoing a large-scale digital transformation programme, focused on enhancing their Certinia PSA capabilities.

As a Project Manager, you will drive projects end-to-end, acting as the main point of contact for all Certinia-related activity. You will work closely with Certinia Professional Services, admin teams, and project coordination teams, while managing Jira prioritisation and ensuring smooth delivery. Alongside supporting C-level stakeholders to achieve their objectives in line with budget.

Key Skills:

• Proven experience leading projects aligned to Certinia PSA.
• End-to-end project management and delivery.
• Jira prioritisation and backlog management.
• Experience working with Pro Services and admin teams.
• Gathering and translating requirements with c-level stakeholders.

If you are interested in the vacancy, please do not hesitate to send over your CV. Email it to; j.taylor3@masonfrank.com

**Be part of a forward-thinking environment as a Marketo Contractor.**

We are excited to offer a contract opportunity for a Marketo Contractor to join our innovative team. This role is ideal for a detail-oriented individual who is passionate about marketing automation and eager to contribute to impactful campaigns. The successful candidate will work collaboratively with cross-functional teams to optimize marketing efforts and drive engagement through effective use of the Marketo platform.

**Key Responsibilities and Skills:**
- Proficient in using Marketo for campaign management, lead nurturing, and reporting.
- Strong understanding of marketing automation best practices and email marketing strategies.
- Ability to create, execute, and analyze marketing campaigns to enhance performance.
- Experience integrating Marketo with other platforms and tools.
- Excellent communication skills to collaborate effectively with various stakeholders.

If you possess a strong background in Marketo and are looking to make a significant contribution as part of a dynamic team, we encourage you to apply for this exciting contract opportunity.

LEGAL DISCLAIMER: This is not necessarily a job advertisement or posting; but may be an example of the many roles of this type that we regularly recruit for. Actual number of job vacancies and roles are subject to change

Data Architect / BI Developer - Microsoft Fabric Migration + Salesforce Data Modernization

Location: Remote - U.S.-based candidates

Overview

We are seeking a senior Data Architect / BI Developer to support a strategic enterprise data modernization initiative centered on migrating a data warehouse environment from Microsoft Azure Synapse to Microsoft Fabric.

This is a high-impact role combining data architecture, Microsoft cloud modernization, BI/reporting, and Salesforce-driven analytics. The successful candidate will help define the future-state data platform while ensuring critical Salesforce sales data and reporting requirements are properly supported throughout the transformation.

The primary initiative is the migration from Azure Synapse to Microsoft Fabric, including data architecture, modeling, transformation, pipelines, reporting, and downstream analytics.

Salesforce is also a key source of sales data and reporting. The organization is moving from a custom Salesforce Opportunity object to the standard Salesforce Opportunity object, creating a need to assess existing data models, reporting structures, pipelines, and analytics that rely on Opportunity data.

The ideal candidate will be a strong architect who can operate strategically while remaining hands-on when needed across SQL, data modeling, transformation, BI, and reporting.

Key Responsibilities

• Lead the architecture and delivery strategy for the Azure Synapse to Microsoft Fabric migration.
• Define the future-state enterprise data platform and warehouse architecture.
• Assess existing data, reporting, and analytics environments and determine appropriate migration strategies.
• Design scalable data models, transformation frameworks, pipelines, and reporting structures within Microsoft Fabric.
• Evaluate the downstream impact of Salesforce data-model changes, particularly the transition from a custom Opportunity object to the standard Opportunity object.
• Partner with Salesforce, data engineering, BI, and business teams to ensure Salesforce data is structured appropriately for enterprise reporting and analytics.
• Validate that existing sales reporting and analytics remain accurate throughout the Salesforce and data-platform changes.
• Help align Salesforce-sourced data with the future-state warehouse and reporting architecture.
• Identify data-quality issues, dependencies, risks, and opportunities for modernization.
• Provide architectural guidance around governance, performance, scalability, security, and data quality.
• Collaborate with business stakeholders, analysts, architects, and technical teams across the organization.
• Contribute hands-on to SQL development, data transformation, modeling, and BI/reporting work as needed.

Project Highlights

Microsoft Data Platform Modernization

• Major migration from Microsoft Azure Synapse to Microsoft Fabric.
• Modernization of enterprise data warehousing, reporting, and analytics capabilities.
• Opportunity to help shape the future-state Microsoft data architecture.
• Hands-on involvement across data modeling, transformation, pipelines, SQL, and BI.

Salesforce Data & Reporting Modernization

• Salesforce is a key source of enterprise sales data and reporting.
• Transition from a custom Salesforce Opportunity object to the standard Salesforce Opportunity object.
• Existing sales reporting, data models, pipelines, and downstream analytics will need to be evaluated and aligned to the new Salesforce structure.
• Work closely with teams responsible for Salesforce ingestion and downstream data architecture.
• Ensure Salesforce data can effectively support enterprise BI, reporting, and analytics within the modernized Microsoft Fabric environment.

Required Qualifications

• 8+ years of experience in Data Architecture, Data Engineering, BI, or Enterprise Data Platforms.
• Proven experience supporting or leading enterprise data warehouse modernization initiatives.
• Strong experience within the Microsoft data ecosystem.
• Strong understanding of enterprise data architecture and data warehousing.
• Strong expertise with:
  • SQL
  • Data Modeling
  • Data Warehousing
  • ETL/ELT
  • Data Pipelines
  • Data Transformation
  • BI & Reporting
  • Enterprise Data Architecture
• Experience with Microsoft Fabric, or strong experience with adjacent Azure data platforms and the ability to work with modern cloud data architectures.
• Ability to translate business reporting requirements into scalable technical/data solutions.
• Strong communication skills with the ability to work across technical and business stakeholders.

Preferred Qualifications

• Experience with Microsoft Azure Synapse.
• Experience migrating enterprise data warehouse platforms to Microsoft Fabric or another modern cloud data platform.
• Experience with Salesforce data, reporting, integrations, or CRM analytics.
• Understanding of Salesforce data structures, particularly the Opportunity object and sales reporting.
• Experience supporting Salesforce as a source system within an enterprise data warehouse or BI environment.
• Experience with Salesforce data ingestion, downstream data models, or CRM-driven analytics.
• Experience supporting large-scale reporting and analytics ecosystems.
• Experience with enterprise data governance and data-quality initiatives.

Ideal Candidate

The strongest candidates will combine Microsoft cloud data architecture experience with hands-on BI/data engineering capabilities.

They should have:

• Experience leading or supporting Azure Synapse, Microsoft Fabric, or enterprise data warehouse modernization initiatives.
• Strong architecture fundamentals combined with hands-on technical ability.
• Experience translating complex source-system data into scalable reporting and analytics solutions.
• An understanding of how Salesforce data flows into enterprise data platforms and BI environments.
• Experience navigating data-model changes without disrupting critical business reporting.
• Strong stakeholder management skills and the ability to work across architecture, engineering, BI, Salesforce, and business teams.
• The ability to operate at both the strategic architecture level and the hands-on implementation level.

Target Titles

• Data Architect
• Senior Data Architect
• Enterprise Data Architect
• Cloud Data Architect
• Data Platform Architect
• Analytics Architect
• BI Architect
• Principal Data Engineer
• Senior Data Engineer
• Microsoft Fabric Architect

Interview Process

• 2 streamlined interview rounds preferred.
• Maximum of approximately 3 conversations.
• Client is actively reviewing candidates and interviewing immediately.

Recruiter Notes

The strongest candidates will combine Microsoft cloud data architecture experience with hands-on BI/data engineering capabilities. Prior Microsoft Fabric and Azure Synapse experience is highly valuable, particularly candidates who have led or supported enterprise data warehouse migrations.

Salesforce experience does not need to be their primary specialty. Candidates with strong Microsoft/Fabric/Synapse architecture backgrounds should be considered if they have experience working with Salesforce as a source system, Salesforce-driven reporting, CRM analytics, or enterprise data integrations.

The key differentiator is the ability to understand both sides of the initiative: modernizing the core data platform from Azure Synapse to Microsoft Fabric while ensuring Salesforce data and sales reporting remain accurate, scalable, and aligned to the new architecture.

Senior Salesforce Administrator / Business Systems Analyst

We are seeking a highly capable Salesforce Administrator / Business Systems Analyst to join a growing team and play a pivotal role in enhancing both the usability and functional performance of the Salesforce platform. This position sits at the intersection of business analysis, system optimization, and user experience design, supporting a moderately complex and evolving Salesforce environment.

This individual will serve as a strategic partner to business stakeholders, driving continuous improvement initiatives, optimizing workflows, and ensuring the platform delivers a seamless and intuitive end-user experience.

Key Responsibilities

• Lead end-to-end UI/UX optimization initiatives across Salesforce, with a focus on improving usability, adoption, and overall user satisfaction
• Conduct detailed discovery sessions with cross-functional stakeholders to gather, analyze, and document business requirements
• Translate business needs into scalable Salesforce solutions, acting as a liaison between business users and technical teams
• Own and enhance core system processes, including workflow automation, collections queues, and user-driven operational procedures
• Partner with engineering and integration teams to support enhancements within an API-driven ecosystem, ensuring data integrity and efficient system interoperability
• Drive and coordinate User Acceptance Testing (UAT), including test planning, execution oversight, and stakeholder alignment
• Facilitate regular stakeholder meetings, providing updates, gathering feedback, and aligning priorities with leadership
• Manage delivery workflows through tools such as ClickUp (or similar platforms), ensuring effective tracking, prioritization, and execution of system enhancements

System Environment

• Salesforce Sales Cloud (current), with planned expansion into Service Cloud
• Approximately 100 active users across the platform
• Moderately complex environment with ongoing transformation and enhancement initiatives

Required Experience & Technical Skills

• Proven experience as a Salesforce Administrator within a dynamic, multi-user environment
• Strong understanding of UI/UX best practices within Salesforce Lightning Experience
• Hands-on experience with declarative Salesforce tools (Flows, Process Builder, validation rules, etc.)
• Exposure to Visualforce and/or Lightning Web Components (LWC) is highly desirable
• Experience working within API-heavy ecosystems, supporting integrations and data flows
• Familiarity with reporting and analytics tools such as Power BI or similar platforms

Ideal Candidate Profile

• Hybrid background combining Business Systems Analysis and hands-on Salesforce Administration
• Demonstrated experience leading discovery sessions and managing stakeholder relationships across multiple business units
• Prior experience within financial services, leasing, or financing environments strongly preferred
• Strong communication skills with the ability to translate technical concepts into business language
• Experience mentoring junior team members or contributing to team leadership initiatives is a plus

This is an opportunity for a proactive and strategic Salesforce professional to make a meaningful impact by shaping both the user experience and system capabilities within a growing organization.